Our team understands the different milestones of life, and the challenges they bring. We work to ease the stress of each transition using our years of experience, research, and resources alongside your values and desires, to design a successful plan of action.
During the analysis we will review your financial and estate resources to understand your objectives, will assess your risk profile, and will evaluate your holdings. This information allows us to evaluate your current situation and develop a plan to help guide you to your overall goals.
We offer thoughtful and insightful recommendations tailored to your goals and resources. We work with you to evaluate and develop your comprehensive financial plan. Your service team will develop a timeline for putting your plan into motion.
Step 1: The psychological aspect of finances
Step 2: Assessing your assets, liabilities, and sources of income
Step 3: Mapping out your expenses
Step 4: Meeting with your Lantz financial advisor to develop your plan
Step 5: Monitoring and maintaining your plan